Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
31,899
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
31,814
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
31,542
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
31,391
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
30,500
shares
|
$10.5 Million
0.36% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
30,345
shares
|
$10.4 Million
6.69% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,332
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
29,538
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 69.02%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
28,097
shares
|
$9.64 Million
0.2% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
26,966
shares
|
$9.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
26,436
shares
|
$9.07 Million
0.1% of portfolio
|
Q2 2022
Added 43.23%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
26,170
shares
|
$8.98 Million
0.02% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
26,157
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2025
Added 89.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
25,107
shares
|
$8.61 Million
0.13% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
24,885
shares
|
$8.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
24,641
shares
|
$8.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
24,300
shares
|
$8.34 Million
0.09% of portfolio
|
Q3 2025
Added 104.25%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Oct 21, 2025 Q3 2025 |
23,921
shares
|
$8.21 Million
5.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
22,701
shares
|
$7.79 Million
0.02% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
22,655
shares
|
$7.77 Million
1.3% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,723
shares
|
$7.45 Million
0.11% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
21,609
shares
|
$7.41 Million
0.12% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
20,653
shares
|
$7.09 Million
0.61% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
20,425
shares
|
$7.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,141
shares
|
$6.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|